+110.6%
SPOT vs INDA
+4.5%
+106.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.8% |
| 7D | -6.9% | -3.6% | -3.2% | -3.6% |
| 30D | +4.1% | -4.0% | +8.1% | +8.1% |
| 3M | +3.7% | +1.7% | +2.0% | +1.9% |
| 6M | -1.6% | -3.6% | +2.0% | +1.3% |
| YTD | -10.2% | -11.0% | +0.8% | -0.1% |
| 1Y | -25.9% | -9.5% | -16.4% | -19.1% |
| 3Y | +235.6% | +7.6% | +227.9% | +184.1% |
| 5Y | +110.6% | +4.8% | +105.8% | +83.7% |
| All | +110.6% | +4.5% | +106.1% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded INDA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling